Member Info for syntaxity

....other than Sharp. Vestra Wealth have bought 7.5m shares :- http://www.investegate.co.uk/article.aspx?id=201004091131099598J&fe=1 and who are vestra wealth? they manage £1bn in asset fund management. http://www.mrscohen.com/professional/-/news/wealth-management/content.aspx?ID=362305 so one wonders why? well, this is what i can see. sharp is a customer of pvcs as stated in this article here :- http://www.pv-tech.org/news/_a/pv_crystalox_solar_guides_higher_wafer_shipments_95_allocation_in_2009/ and just last month, sharp announced that due to UK's subsidies, solar panel installations could increase 10 fold http://www.prlog.org/10614057-sharp-expects-10-fold-increase-in-solar-panels-installed.html or possibly up to 50 fold http://www.businessweek.com/news/2010-03-02/u-k-solar-industry-may-grow-50-fold-create-jobs-sharp-says.html so then one starts to wonder why is sharp so confident? then i read that for whichever country that starts a subsidy programs, solar installations increase many folds! i just can't find that article now, after half an hour search. but i saw it yesterday... i see this buy in by vestra as either insider news that PVCS will definitely get a piece of the cake in UK subsidies. but of course, this is speculative.

thanks for the article. very interesting perspective and some speculation could be in order... =) i thought i'd sold this share some months ago but only just realised i still have EML! so what a pleasure it is for me to hear of the special dividend. definitely not selling anymore... glad the trust in mellon is starting to bear fruit(excuse the pun).

looks like the floor has been broken and support could be weak. NTG may go down all the way to 165p... the spanish issue keeps dragging on this share...don't think we'll see better share prices until that improves. perhaps spain could be out of a recession by Q1 2010. well, hopefully.

We know that PVCS supplies solar wafers to Sharp, the world's leading solar panel company. From 1st April onwards, the UK government incentives for solar feed-in tariffs(government pays higher than industry price) is effective. And apparently, it may grow 50 fold, at best... http://www.businessweek.com/news/2010-03-02/u-k-solar-industry-may-grow-50-fold-create-jobs-sharp-says.html Iain Doritty is confident of the Japanese market of which is 55% of PVCS production. The UK incentive could somewhat neutralise the German uncertainty.

the link u posted could be an indicator of some good news for the solar industry...finally...? the statement tomorrow should consolidate 2009 performance for which most is already known. if i am not mistaken, wafer shipments were slightly above expectations(230MW-235MW), at 239MW. and with a strong cash position too. however, what is important is the outlook - i reckon at worse, it could be the same as the previous statement where pricing remains under pressure. perhaps we may get an outlook that references sharp's prediction of a 10 fold rise in the next 2 years... don't forget the EU's renewable energy targets which will be enforced by legislation too. http://europa.eu/legislation_summaries/energy/renewable_energy/index_en.htm let's see...hopefully we get an upturn.

from being a dividend-paying share. first, UNIQ has to top up the pensions fund, then roll whatever profits for a while to a point where cash holding would be comfortable before paying dividends. if i remember correctly, UK revenue doesn't cross £300m so let's see if they can beat that previous figure over the next 6 to 12 months when the cost cutting measures filter through.

starting a rumour could be feasible but i just hope people are smart enough to read through the reports before dumping cash. if u go back 18 months, one would see that the company didn't just deliver what they forecasted for H2 2009 but slightly above expectations at 239MW of the upper scale of 235MW indicated back in H1 2009. and this is without a sustained upturn in the solar market yet! strong cash position of €77.5m as at june 2009 and a recent trading statement on 11th january confirming a continued strong cash position gives me confidence i put my money in the right place, hopefully. =)

the recent purchase of 4m shares by the Employees' Benefit Trust should be a sort of assurance that the company isn't going down anytime soon and there could be good news round the corner.

how much lower will they go? when will the industry see a turnaround? getting a little impatient with this one.

what happened to you? were u banned? ur previous posts as prash2 dissappeared. anyway, i have sold out of RHL at 165p. got my eyes set on SWG now but waiting for the right entry point.

http://www.investegate.co.uk/article.aspx?id=201001181529427320F&fe=1

but at least the share price didn't bomb out the way HMV did, on good results. let's see if it dips below 30p again - would perhaps be a good price to top up. since UNIQ is trading profitably and it seems they have at least agreed with the trustee board to set aside £40m for the pensions fund, it appears this will be achievable since they are trading profitably. i just hope it won't take too long. without profits being bled away by european operations, i believe we are heading on to a much brighter future wit UNIQ.

how u been mate? been off shares for a while but am starting to get back into it now. i think something's brewing here - got a bid of 12.75p now. =)

thanks for that, mate. i almost sold it today...lol... have been out of shares for a while and now i think it's time to get back in. just catching up on news now. good luck...

that is already priced in. if results are any different on the 15th, share price will drop. if they have already announced better-than-market-expectation results for H1, what can we expect on the 15th? anything lower than what they have announced could cause a decline. however, over the long term, this sector is looking good and SWG's accounts look ok.

hey mate, i changed my nickname to syntaxity(was sundancer). i'm not back in here yet but now that i've seen the first bounce and the share price has sort of settled, i think below 60p is a possible entry point. once the overhang clears, it could possibly rise again but i am a bit dubious about property at the moment. if 120p is NAV per share, then this share is only 50% undervalued if u bought in at 60p. there are other property companies out there which are more undervalued but QED is managed by a better team. don't think i'll buy in at the moment unless it gets too unbelievably cheap(50p?) and i can forget it for a good few years - quite possible since i was prepared to do that qith QED until news of the rights issue. i've got JPR and i suspect a possible rights issue - the only thing that is good for that sector is a brighter future. need to allocate funds for that possibility unless and until i can breakeven on that, don't think i will buy in QED till then. but if i didn't have that holding me back, i would buy my first tranche at below 60p.

with the current unstable economic climate, u should not buy and forget. it will be volatile and u should sell if a share rises fast in a short span of time. i think you should have taken up the rights issue to protect initial investment. since i did not want to take part in it, i sold before they confirmed it. it will not see the dizzy heights of 800p again due to the dilution and if it does, it will be a long, long time away.

i meant short term( < 3 months), not medium term regarding HMV. Dannny, i understand...there is a lot of speculation regarding china too...but that is also another bubble waiting to burst. might as well do a quick in&out...lol... MWA is another good-ish bet - new finance director just bought 200K of shares but it is either a vote of confidence or courtesy buy, depending on how you look at it, i guess.

for a medium term perspective, HMV is a good buy at the moment, imo. they are well financed(even bought shares in mama holdings recently), and all their competition has been wiped out - zavvi, woolworth, borders, etc. they have opened an extra 30 outlets to take advantage of this once in a lifetime opportunity of a bigger piece of the cake over christmas sales(for which results will be announced next quarter). however, i have a mate who says apparently, they aren't doing as well as they expected(article could've been from alphaville?). still, at current prices for HMV shares, you can't go very wrong. the results will be out tomorrow and could go either way after announcement(my guess is up as expected narrowed loss has been priced in) but buy on any dips after that. apologies for the spam.

i hope you stripped intangibles and goodwill from your calculations. these 2 items don't pay bank loans or defer repayments and are hard to value.